Actually, in PDF template it is not possible use information from connections fields (from database or others pipes). If we have this blanks, we need to create new fields in the pipe that are filled with the data from the record using an automation. With this integration, PDF template will be completed.
Dinamic Fields in PDF Template
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Thanks for the awesome suggestion,@rebeca.venancio . We’ve seen quite a few cases in which people had to use the workaround you mentioned to add data from connected records/cards to a PDF template so I’m sure this improvement would add a lot of value!
Hi!
It would be nice if users could have the option to add dynamic content with Database information to add on their PDF Generator. It's crucial for Database heavy use cases. For processes where the process key information is hosted in the database, you can't pull this info to the PDF template and need to fill out it manually all the time to send out a report. This is not aligned with Pipefy product purpose.
Thank you,
Hi@Diego Andrade - I hope you're doing fine.
I totally agree with you that allowing users to use dynamic content from the database in the PDF generator it would be awesome.
Here is a workaround we use at our company:
https://community.pipefy.com/forum-em-portugues-38/coomo-levar-um-campo-de-uma-base-de-dados-para-o-card-de-um-pipe-usando-a-automacao-222
I hope that's useful
Nice one@ivan.novofoco !!
Hi@Diego Andrade , I did the same thing to add information from my Database in the PDF template. Also, this PDF is a production order now that follows the process flow as a card.
With automation, you can create any type of report.
If you need more info, please let me know!
Actually, in PDF template it is not possible use information from connections fields (from database or others pipes). If we have this blanks, we need to create new fields in the pipe that are filled with the data from the record using an automation. With this integration, PDF template will be completed.
Hi Rebeca! Tanks for the comment!
Excelent idea! However, I’m must to study a lot.
So, with automation we can to fill fields in the cards from my database record? or I didn’t urdestand?
Hi@Diego Andrade - I hope you're doing fine.
I totally agree with you that allowing users to use dynamic content from the database in the PDF generator it would be awesome.
Here is a workaround we use at our company:
https://community.pipefy.com/forum-em-portugues-38/coomo-levar-um-campo-de-uma-base-de-dados-para-o-card-de-um-pipe-usando-a-automacao-222
I hope that's useful
HI Ivan!
Thank’s!
I wiil analyze this link!
Hi Raphael!
Imagine the database about clients that contrat my services, per example, and I need all the time to fill fields that same data from my database. If I want to creat the simple document “services order” , I can’t.
Actually, in PDF template it is not possible use information from connections fields (from database or others pipes). If we have this blanks, we need to create new fields in the pipe that are filled with the data from the record using an automation. With this integration, PDF template will be completed.
Hi Rebeca! Tanks for the comment!
Excelent idea! However, I’m must to study a lot.
So, with automation we can to fill fields in the cards from my database record? or I didn’t urdestand?
Hi, Diego. Thanks for the answer.
In our case, we don`t use the automation with autofill, because our field is exactly the form from DB. This is the reason we can`t use this information in the PDF template. But with the tip of @Ivan Camargo or @Raphael Costa we could adjust temporary this issue.
In this case, where we cannot use the database to fill PDF content and do not want to use automations to it, we should create a template email with the PDF layout and content using dynamic fields that comes from the card and database (template emails has more resources to create forms). Create a specific phase to automatically share the email or keep it manual to send based on demand . In this scenario, we can create different email templates type for proposal, customer on-boarding , etc. keeping all historical data inside the card as well.
I’d like to sugest a dinamic filed on PDF Template that will have the finallity to add the pictures of preview fields of an card (attached). Therewith will be able to create short reports with pictures and texts of what have been done in a expecificly field taks.
In addition to dinamic fields in PDF template from connections fields (from DB or other pipes), I would like to add that is also important to abble use the information of checkbox field and all over tips of fields stablished in Pipefy; and not only with texts or number fields.
Hi@Raphael Costa ! Any news about the addition from database to fill content at the PDF template?
We have a process of hydraulic components inspection and the process consist of a database with the following fields: Name of the part (from another DB), Analysis of the condition (from another DB) and Picture of the part.
Our needed is to prepare a report with, for example, 6 parts inspected from this component in one PDF. When we have that possibilty, for sure will save time!
Thanks